A gift in your will or revocable living trust.
One of the most popular ways you can make an estate gift to RS is to include a provision in your will or revocable living trust. The Congregation is grateful for all estate gifts regardless of the size. With a gift from your estate, you do not need to part with assets now that you may need later in retirement. If you designate your gift for a specific program at the Congregation, we request that you contact Serena Shapero to ensure we can use your gift as you wish. The Congregation particularly values gifts for our general endowment.
1) Contact your legal or financial advisor to assist with the planning and preparation of documents.
2) If you wish to restrict your gift to a specific RS program, contact Noah Levine who welcomes the opportunity to discuss the impact you wish to have with the estate gift you are considering.
3) Once your documents are completed contact Jeff Katz so the Congregation can welcome you into The Legacy Society. You can be an anonymous member if you wish.
For more information on wording for a bequest, click here.
This information is not intended as legal, tax, or financial advice. When considering a gift of this nature, always consult your professional advisors.